How to Send the QuickBooks Sales by Customer Report

Who are your most profitable customers? Where are your sales coming from? Review this report to find out!

The QuickBooks Sales by Customer Summary report shows your top customers over a defined period (based on total sales).

We recommend that you review this insightful report at least once a month.

To automatically schedule and email the QuickBooks Sales by Customer Report on the first of each month:

  1. Download, install, and configure ActiveBooks, if necessary.

  2. Start ActiveBooks.

  3. Select Notification > Add to open the Add Notification window:

    Add QuickBooks Notification

  4. On the General tab:

    • In the Using field, select the QuickBooks Company File that you wish to report against. (If you only have one company file, then it will already be selected and you don't have to do anything here.)

    • In the Send the field, expand the list and scroll down to select the Sales by Customer Report entry.

    • In the For field, choose the period you would like the report to cover. Since we're interested in the previous month, we'll select Last Month.

    • In the To field, enter your email address. Feel free to enter multiple addresses here -- just separate each one with a comma (,).

    • And finally, in the Every field, specify when you would like the report to be sent. Once a month -- bright and early on the first -- works best for us.

    Email the QuickBooks Sales by Customer Report

  5. We are now done installing the report in ActiveBooks so click the Save >> button to record your new notification. In a second or two, an entry for Sales by Customer Report (Last Month) will appear in the ActiveBooks window.

    You can see that ActiveBooks is patiently waiting until first of the next month (September) at 6 AM, when it will spring into action and send you the report.

    ActiveBooks Sales by Customer Report: Created

  6. That's it! From now on, your company's Sales by Customer report will be automatically delivered to your email inbox on the first of each month. Feel free to preview the report (by selecting Notification > Preview...), or edit it to adjust the delivery time, change email addresses, restrict by class, send a PDF or CSV/Excel, and much more.

    Sales by Customer Report: Preview

QuickBooks Sales by Customer Report not being scheduled as expected?

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